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Ishares Tr shares owned by Traphagen Investment Advisors

Quarter-by-quarter ownership of Ishares Tr (TLTW) shares owned by Traphagen Investment Advisors from 13F filings

Historical chart of Traphagen Investment Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Traphagen Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Traphagen Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $28M 1.0M 27.47
2023-09-30 $41M 1.4M 28.89
2023-06-30 $35M 1.0M 33.50
2023-03-31 $14M 410k 34.56

More positions owned by Traphagen Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Fidelity Covington Trust Msci Utils Index (FUTY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Ishares Tr 20+ Year Tr Bd (TLTW)
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Victory Portfolios Ii Shares Free Cash (VFLO)
Apple (AAPL)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)

View all positions for Traphagen Investment Advisors

Top funds holding Ishares Tr

Traphagen Investment Advisors
Mml Investors Services
Envestnet Asset Management
Franklin Resources
Tortoise Investment Management
Emerald Investment Partners
Fortress Wealth Group
Advisor Group Holdings
Jane Street
Anthracite Investment Company
Retirement Group
Cetera Investment Advisers
LPL Financial
Susquehanna International
Bank of America Corporation

View all funds holding Ishares Tr